News on EBITDA

News on suppliers, market trends and technology innovations in polysilicon and wafer production is selected, assessed and written for you by Bernreuter Research.

Polysilicon EBITDA margins of Daqo, OCI, REC Silicon and Wacker from Q1 2019 through Q1 2020

Daqo achieves cash costs of $5/kg on record polysilicon output

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Defying Covid-19-related constraints, China-based polysilicon manufacturer Daqo New Energy achieved a record output of 19,777 tons and reduced its cash production costs to $5/kg in the first quarter.

Sales, EBITDA and Capex of Wacker’s polysilicon division in Q1 2020 versus Q4 2019 and Q1 2019

Wacker starts short-time work at its German polysilicon plants

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In response to slumping demand for solar-grade polysilicon in the wake of the Covid-19 pandemic, chemicals group Wacker has reduced the utilization rate of its German polysilicon plants to 70%.

EBITDA of Wacker’s polysilicon division from 2007 through 2019

Wacker believes in polysilicon business despite likely loss in 2020

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Although expecting a further loss for its polysilicon division in 2020 on par with that in 2019, management of German chemicals group Wacker has expressed confidence in the polysilicon business.

Polysilicon EBITDA margins of Daqo, OCI, Wacker and REC Silicon from Q4 2018 through Q4 2019

Polysilicon manufacturer Daqo on the way to cash costs of $5/kg

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After doubling its production capacity, China-based polysilicon manufacturer Daqo has reached record-low manufacturing costs (including depreciation) of $6.38/kg and cash production costs of $5.47/kg.

Polysilicon EBITDA and Operating Margins of OCI and Wacker from Q1 2018 through Q4 2019

Opinion: OCI hoists white flag against Chinese state capitalism

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The Korean polysilicon manufacturer OCI abandons a market volume of 50,000 tons despite a competitive electricity rate for its plant in Malaysia. Johannes Bernreuter, Head of Bernreuter Research, comments on the decision.

Polysilicon EBITDA margins of Daqo, OCI, REC Silicon and Wacker from Q3 2018 through Q3 2019

Polysilicon producer Daqo breaks the cash cost barrier of $6/kg

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After weaker results in the second quarter due to maintenance, China-based polysilicon manufacturer Daqo New Energy achieved so far unthinkable cash production costs of US$5.85/kg in the third quarter.

Polysilicon EBITDA margins of OCI, REC Silicon and Wacker from Q3 2018 through Q3 2019

Non-Chinese polysilicon manufacturers return to negative EBITDA

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Polysilicon makers OCI, REC Silicon and Wacker all landed in red territory in the third quarter. Operating EBITDA margins ranged from -3.4% (OCI) to -9.3% (REC Silicon) to -13.3% (Wacker).

Wacker’s U.S. polysilicon plant in Charleston, Tennessee

Wacker Polysilicon’s operating EBITDA margin slips to -13.3%

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Record-low polysilicon prices and inventory valuation adjustments pushed the operating EBITDA margin of Wacker’s polysilicon division to minus 13.3% in the third quarter.

REC Silicon’s silane/polysilicon plant in Butte, Montana

REC Silicon mulls selling its cash cow, the Butte polysilicon plant

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REC Silicon has announced considerations to sell its second plant, located in Butte in the U.S. state of Montana, which produces silane and electronic-grade polysilicon for the semiconductor industry.

Polysilicon EBITDA margins of Daqo, OCI, Wacker and REC Silicon from Q2 2018 through Q2 2019

EBITDA lead of polysilicon maker Daqo shrank in second quarter

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Daqo New Energy, one of the leading low-cost polysilicon manufacturers in China, recorded significantly lower earnings in the second quarter; the EBITDA margin fell from 24.6% to 15.5%.

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